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Financial Consultant in Calgary at Jones Graham Consultants Inc

Date Posted: 5/19/2018

Job Snapshot

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Job Description

Category: Financial Services

Location: Calgary (City Centre / Calgary Tower) Alberta Canada

Job Summary & Responsibilities

Are you interested in running your own financial planning practice?  This is a sales/commissioned opportunity for people who don't want to be limited by a salary and want unlimited income potential for themselves while creating wealth for their clients.

MFDA or IIROC based Financial Planners are currently being recruited by my client.  We are looking for Holistic Financial Planners where product sales are a means to an end for increasing client wealth.  Experienced financial planners are preferred however my client has a very comprehensive training program.  My client is offering a generous initial 2 year program for higher grid payout and special bonusing for new assets transferred in.  

The product shelf is extensive, including group and personal insurance, investments, mortgages, debt products, fee based account options. 

My client provides Industry-leading investment tools and knowledgeable in house experts who will support you as you advise your clients. Whether it is the aspects of an investment portfolio or complex tax and estate planning matters, my client will provide a full suite of training, resources, and dedicated experts, and many other great financial, educational and professional incentives!

An ideal candidate for this position will have great interpersonal skills, is trust worthy, a quick learner and currently well regarded amongst their colleagues.

  • Proven track record of success in your field
  • Excellent communication skills
  • Desire to grow your own business
  • Ability to relentlessly pursue opportunities with tenacity
  • Experience in a customer service or a sales environment is an asset
  • Experience in marketing and prospecting a plus.
  • Obtain and maintain all necessary licenses and registrations 

Details Apply Now